Bureau of Investments

Mission Statement

The Bureau of Investments provides quality investment management services, professional expertise, and advice to the State Treasurer as fiduciary of the State of Michigan Retirement Systems and Michigan boards and agencies. The Bureau strives to provide consistent and cost-effective management of funds to achieve competitive investment returns that meet objectives within an acceptable level of risk for the benefit of employees, retirees, and citizens of the state of Michigan.

Organizational Chart

Address & Contact Information

Overnight Express Mail - Only

Michigan Department of Treasury/Bureau of Investments
2501 Coolidge Road, Suite 400
East Lansing, Michigan 48823

Regular Mail

Michigan Department of Treasury/Bureau of Investments
P.O. Box 30117
Lansing, MI 48909

Contact Information

Phone: 517-373-3140

Michigan Education Savings Plan

Michigan Education Trust

MI 529 Advisor Link

401(k) and 457 Plans Web Site

State of Michigan Retirement Systems (Defined Benefit Plans)

• State of MI Retirement Systems – Goals
• Investment Policy Statement - MPSERS, MSERS, MSPRS, and MJRS
• Investment Performance & Risk Measurement

Investment Information

• Quarterly Investment Reports

  • 2018
  • 2017
  • 2016
  • 2015
  • 2014
  • 2013
  • 2012
  • 2011

• Asset Liability Studies

  • Michigan Public School Employees - Asset Liability Studies
  • Michigan Public School Employees - Executive Summary
  • Michigan State Employees – Pension
  • Michigan State Employees – OPEB
  • Michigan State Employees – Executive Summary
  • Michigan State Police - Asset Liability Studies
  • Michigan State Police - Executive Summary
  • Michigan Judges - Asset Liability Studies
  • Michigan Judges - Executive Summary

Corporate Governance & Proxy Voting

Divestment Information

• Compliance with Divestment Acts
• Divested Securities

Investment Advisory Committee

• 2018 Investment Advisory Committee Meeting Schedule
• Investment Advisory Committee Members and Board Member Code of Ethics and Standards of Conduct

Pertinent State Statutes

• Investment Act (P.A. 314 of 1965)
• Executive Reorganization Act (P.A. 380 of 1965)

• Retirement Acts

  • Michigan Public School Employees - Retirement Acts
  • Michigan State Employees - Retirement Acts
  • Michigan State Police - Retirement Acts
  • Michigan Judges - Retirement Acts

Links

• Office of Retirement Services

• Comprehensive Annual Financial Reports (CAFRs)

  • Michigan Public School Employee - CAFR
  • Michigan State Employees - CAFR
  • Michigan State Police - CAFR
  • Michigan Judges - CAFR
• Securities and Exchange Commission
  Note: SEC Filings submitted by Bureau of Investments are available from the SEC's EDGAR database. Search for them using State Treasurer State of Michigan in the "Company Name" field.